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Gupta Wealth Management’s lululemon athletica LULU Stock Holding History

Gupta Wealth Management’s Portfolio LULU Stock Details LULU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$7K Hold
100
– – ﹤0.01% 917
2015
Q4 		$5K Hold
100
– – ﹤0.01% 1017
2015
Q3 		$5K Hold
100
– – ﹤0.01% 1045
2015
Q2 		$7K Hold
100
– – ﹤0.01% 968
2015
Q1 		$6K Buy
+100
New +$6.41K ﹤0.01% 860

Other funds holding LULU

AI
Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $29.1B AUM 43.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gupta Wealth Management's LULU Position: Q1 2016 in Review

Gupta Wealth Management held its lululemon athletica (LULU) position steady in Q1 2016 at 100 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #917.

Gupta Wealth Management first reported a position in LULU in Q1 2015 and has held it in 5 quarters since. 359 funds tracked by Wall St. Rank hold LULU as of Q1 2016.

  • Gupta Wealth Management held 100 shares of lululemon athletica worth $7K as of Q1 2016.
  • Gupta Wealth Management left its lululemon athletica share count unchanged in Q1 2016.
  • lululemon athletica made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #917 holding.
  • Gupta Wealth Management first reported a position in lululemon athletica in Q1 2015 and has held it in 5 quarters since.
  • 359 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.